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Need
New Ideas for Chapter Plans and Activities?
Maybe you’re looking for ways to improve your chapter
members’
industry performance. Maybe you need help making the most of your chapter
budget. Or maybe you need help planning more effective chapter activities.
Whatever it is, the CPCU Society is here to help. Check out the following
planning resources:
Chapter
Guides and Planning Resources
The following resources are available to assist chapter
leaders in the planning of their chapter activities:
View the list of 2009-2010 Chapter Governor Assignments (doc) to see which governor is assigned to your chapter.
Chapter
Best Practices Guide (pdf)
Chapter Budget Templates
(Excel)
Blank
Template
Sample
Template
Chapter
Financial Management Guide (pdf)
Chapter
Leader Guide (pdf)
Chapter Leader Form (doc)
Officer Installation (doc)
Conferment
Best Practices (doc)
12
Essential for High Performance Chapters (doc)
Best
Practices for Marketing Your Chapter (doc)
Best
Practices of Planning (doc)
CE
Credit Filing Service Available (doc)
Chapter
Health Checklist (doc)
Chapter
Activities Schedule and Worksheet (doc)
Chapter Supplies
(pdf)
Developing
Your Chapter Plan for Achievement (doc)
Key
Chapter Planning Dates (doc)
Leadership Transition Checklist
(doc)
Marketing-Communications
Chapter Event Checklist (doc)
Sample
Chapter Action Plan Worksheet (doc)
Sample
Chapter Mission Statement (doc)
Unpaid Member Letter (doc)
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